Hoese & Co’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Hoese & Co’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$250K	Hold	2,721	–	–	0.16%	40
2026 Q2	$247K	Hold	2,721	–	–	0.16%	40
2026 Q1	$215K	Hold	2,721	–	–	0.16%	35
2025 Q4	$224K	Hold	2,721	–	–	0.16%	36
2025 Q3	$219K	Hold	2,721	–	–	0.17%	37
2025 Q2	$204K	Hold	2,721	–	–	0.16%	40
2025 Q1	$185K	Hold	2,721	–	–	0.16%	29
2024 Q4	$194K	Buy	+2,721	New	+$196K	0.17%	28

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Hoese & Co's SPTM Position: Q3 2026 in Review

Hoese & Co held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 2,721 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #40.

Hoese & Co first reported a position in SPTM in Q4 2024 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Hoese & Co held 2,721 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $250K as of Q3 2026.
Hoese & Co left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.16% of Hoese & Co's portfolio in Q3 2026, its #40 holding.
Hoese & Co first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.